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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
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FBTIX vs. JFNIX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBTIX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. FBTIX (1.3B). FBTIX pays higher dividends than JFNIX: FBTIX (2.92) vs JFNIX (0.41). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). FBTIX annual gain was more profitable for investors over the last year : -10.41 vs. JFNIX (-14.09). JFNIX return over 5 years is better than : 5.60 vs. FBTIX (-3.45).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 3.648 | -0.956 | -382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.4B | 29% |
| Annual Yield % from dividends | 2.92 | 0.41 | 714% |
| Returns for 1 year | -10.41 | -14.09 | 74% |
| Returns for 3 years | 32.86 | 9.36 | 351% |
| Returns for 5 years | -3.45 | 5.60 | -62% |
| Returns for 10 years | -1.17 | 7.79 | -15% |
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